Zagari+Simpson is a family wealth management office that provides clients with timely and effective financial guidance to bring their dreams and life goals to fruition.
We’ve partnered with Mandeville Private Client Inc., a securities dealer, to offer our clientele broad access to a diversified suite of public and private investment options.
With rigorous analysis and planning, we will help you focus on present opportunities and build your future through the comprehensive application of individualized financial growth strategies.
Services
Personalized Financial Plan
Our mission — Personalizing the most engaging and comprehensive financial plan to help you reach your financial and life goals.
Together we will explore your priorities and concerns, expectations and aspirations. We take into consideration all actionable information, including pensions and saving options. We help you establish what your retirement will look like and how much we expect your lifestyle to cost. And we set personal milestones to better track your progress.
Your financial plan is truly one of a kind. No matter what your financial goals are, you can rely on us to provide you with detailed reporting and carefully crafted advice to make things happen.
Investment Advice
Our Mission — Aligning your investment decisions with your financial plan.
We are your advisory team.
We provide principle-based investment advice for all your investment accounts combined with tailored, goal-oriented financial planning.
Expect the necessary insights to help you make informed decisions with your portfolio. Together we will discover what rate of return your financial plan needs so that you can meet your personalized financial goals.
Wealth Protection
Our Mission — Ensuring you have the right coverage for the future that you are building.
Personalized needs analysis
Your personalized needs analysis will look at ongoing and future expenses. Immediate expenses include any outstanding medical bills and the cost of funeral arrangements. Ongoing and future expenses may include your mortgage, other outstanding debt, college tuition, and replacing the lost income for your family.
Income Protection
Disability and Critical Illness insurance can be suitable for anyone seeking financial protection to cover the costs associated with a life-altering illness or disability. Building your wealth is important and protecting what you’ve built is paramount.
Life Insurance for Business Owners and Professionals
You’ve worked hard to build your business or career. But what if something were to happen to you or a close business partner? An unexpected death, injury or illness could put your business or practice at serious risk, along with the lifestyles of your employees and their families.
Life insurance for business owners or professionals is an effective solution to protecting what you’ve built.
Values
+ Trust
+ Dialogue
+ Commitment
These are the core values that we’ve put into everyday practice and action since Zagari+Simpson was founded in 2012.
As a boutique wealth management office, Zagari+Simpson and Mandeville Private Client Inc. actively engage with clients to deliver bespoke financial plans and objective advice, unencumbered by any institutional interests or proprietary product quotas.
All our advisors have but one mission:
to empower their clients and guide them towards meeting their life goals with confidence and clarity.
Zagari+Simpson believes that the difference between good advice and great advice is key to your portfolio’s success.
The way we deliver great advice is by hiring people with integrity, intelligence and intuition who share the belief that you should always finish what you start.
We are fully committed to providing all our clients with a personalized financial plan so that they too can achieve what they set out to do.
Zagari+Simpson believes that the difference between good advice and great advice is key to your portfolio’s success.
The way we deliver great advice is by hiring people with integrity, intelligence and intuition who share the belief that you should always finish what you start.
We are fully committed to providing all our clients with a personalized financial plan so that they too can achieve what they set out to do.
Get a Second Opinion
Contact us to schedule a consultation online or in person and learn how Zagari+Simpson can improve the results of your investment portfolio.
My
Planning
Looking to assess your financial situation? How about charting the best course to your financial destination? That’s why we carefully developed the MyPlanning process: to get you there.
Start a dialogue with one of our financial security advisors and build a personalized financial plan tailored to your current and future goals.
MyPlanning is based on Zagari+Simpson’s 5 Pillars of Financial Planning:
1
Tax
Minimization
2
Personal and
Corporate
Structure
3
Insurance
Planning
4
Investment
Planning
5
Estate
Planning
Advisory Team
Our diverse advisory team includes MBA graduates, Chartered Financial Analysts, and Financial Planners.
All are all fully dedicated to your personalized financial plan and will help you see your financial goals all the way across the finish line.
2021
WEALTH PROFESSIONAL
AWARDS FINALIST
Multi-Service Advisory Team of the Year
2021
WEALTH PROFESSIONAL
AWARDS FINALIST
The AGF award for engagement, loyalty and client care
Our Investment Advisors
Edward Simpson
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Michael Zagari
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Stanley Chan
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Jeffrey Harris
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Rodrigo Mendivil
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Julie Tessier
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Contact
Our Address
3100 Côte-Vertu #505
Montréal H4R 2J8 Qc
Canada
Our Phone No.
+1 514 419 5399